This article is intended for: Editors of the Operational Budget.
Use this article after: assigning accounts to your collaborators and you're ready to begin.
After you have prepped your worksheet and assigned accounts for this fiscal year, it’s time to start the request round.
If you still need assistance with assigning accounts or editing permissions, please use these resources:
When ready, select the Start Request button to begin the request round and allow you to invite the collaborators.
Select the image to zoom.
Select the users you want to invite. This includes both contributors and reviewers from the respective sub-tabs.
- Configure the email with a personalized message to help them understand the importance of their role.
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Configure the contributor email with Request Deadlines and Reminder Frequencies.
- Pro-Tip: Invitation deadlines for budget submission can vary for contributors. For instance, if you want the department heads to review, edit, and submit accounts, it might be important to have the other department staff contribute first. Invite the co-contributors ahead of time and set an earlier deadline for them to complete their account requests before the department heads begin their review.
- You can resend an invitation email to any collaborators in an open request round and even send a mix of new or resent invitations.
Have more questions or need assistance?
Submit a Request